OakWood Financial Services | Financial Advisors in Rochester, NY

The Solutions You Deserve

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A Spectrum of Services

Rely on our years of investing experience and skills to bring you a complete array of services to address your needs.

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A Focus on You

We look beyond investments and account basics to focus on how your entire financial situation impacts your life stage needs.

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A Visual Financial Plan

We’ll organize your financial information into an easy-to-understand visual. Then we’ll apply our knowledge to help you take advantage of the opportunities available to you.

Services for You

Who We Are

As an independent financial firm, you can trust that our recommendations are designed to serve your best interests. You can rely on our experience which comes from years of partnering with people like you in Rochester, New York and across the country.

Unlike firms that offer you a single advisor, when you work with us, we feel you'll benefit from the collaborative efforts of our team of advisors. Our experienced and dedicated advisors care for you like family and deliver the personalized counseling that builds deep and long-lasting friendships.

 

​Explore Our Difference
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Our Team

Our advisors have earned advanced designations so you can be confident in their training and knowledge. They're supported by experienced specialists, all working together to help you plan for every stage of your life.

 
Meet Our Team

Serving the Investing Needs of Women

We’re honored to have received the Women’s Choice Award® for Financial Advisors consecutively since 2014. This award is the only recognition program for well-qualified advisors who are committed to serving their female clients.

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2014-2022 Women’s Choice Award 2022, created by Women Certified Inc. The 2022 award was presented on a rolling basis based on data as of Dec. 31, annually. 603 advisors were considered, 221 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Women's Choice Award for more award information.

 

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We're here for you.

Schedule a free consultation to learn how we can help you with all your financial needs.

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OakWood Financial Services is NOT a lending institution and does not offer loans.